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United Parcel Service
UPS

Overview Fund Activity

1,621 hedge funds and large institutions have $56.9B invested in United Parcel Service in 2019 Q4 according to their latest regulatory filings, with 226 funds opening new positions, 653 increasing their positions, 546 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,621
Holders Change
+136
Holders Change %
+9.16%
% of All Funds
32.01%
Holding in Top 10
38
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-17.39%
% of All Funds
0.75%
New
226
Increased
653
Reduced
546
Closed
71
Calls
$2.01B
Puts
$971M
Net Calls
+$1.04B
Net Calls Change
-$37.6M

Top Buyers

1
Aberdeen Group
Aberdeen Group
United Kingdom
+$210M
2
Truist Financial
Truist Financial
North Carolina
+$184M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$138M
4
Goldman Sachs
Goldman Sachs
New York
+$108M
5
EAM
Eagle Asset Management
Florida
+$88.8M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$382M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$337M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$260M
4
Federated Hermes
Federated Hermes
Pennsylvania
-$248M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$155M
Name Holding Trade Value Shares
Change 		Shares
Change %
SG
1176
StoneX Group
New York
$426K +$56.6K +484 +15%
BAM
1177
Belpointe Asset Management
Nevada
$424K +$163K +1,393 +62%
SFSIG
1178
San Francisco Sentry Investment Group
California
$423K +$24.6K +210 +6%
NB
1179
Nicolet Bankshares
Wisconsin
$422K +$15.8K +135 +4%
MWNA
1180
Marshall Wace North America
New York
$422K +$422K +3,601 New
KC
1181
Kingfisher Capital
North Carolina
$420K -$2.93K -25 -0.7%
OIA
1182
OneDigital Investment Advisors
Kansas
$418K -$5.38K -46 -1%
LFA
1183
Landmark Financial Advisors
Kentucky
$413K -$14.1K -121 -3%
WP
1184
WealthSource Partners
California
$412K -$236K -2,018 -36%
LOAMS
1185
Lombard Odier Asset Management (Switzerland)
Switzerland
$411K – – –
AIIMS
1186
Analyst IMS Investment Management Services
Israel
$411K +$2.46K +21 +0.6%
DA
1187
Detalus Advisors
Missouri
$408K +$408K +3,485 New
EB
1188
Eastern Bank
Massachusetts
$407K +$21.6K +185 +6%
RBC
1189
Roble Belko & Company
Pennsylvania
$401K – – –
CCM
1190
Cribstone Capital Management
Maine
$401K +$65K +555 +19%
TCB
1191
Texas Capital Bancshares
Texas
$399K -$4.22K -36 -1%
AIA
1192
AIMZ Investment Advisors
California
$397K – – –
DWM
1193
Dakota Wealth Management
Florida
$392K -$9.6K -82 -2%
CYG
1194
Clean Yield Group
Vermont
$392K -$5.86K -50 -1%
LWCFA
1195
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$392K +$32.1K +274 +9%
CWM
1196
Cabot Wealth Management
Massachusetts
$386K – – –
DI
1197
Diligent Investors
California
$386K – – –
RIM
1198
Redwood Investment Management
Arizona
$386K +$386K +3,298 New
TSWM
1199
Triangle Securities Wealth Management
North Carolina
$385K -$14K -120 -4%
LB
1200
Landmark Bank
Missouri
$385K -$5.38K -46 -1%
46 47
48
49 50